LION EQUITY INVESTMENT ADVISORS, LLC
CRD #283404 SEC #801-128308 DENVER, CO 303-847-4100
SEC Registered Private Funds Disclosures
Total AUM
$199.8M
Discretionary
$199.8M
Employees
11
Clients
--
Accounts
3
This firm has regulatory disclosures on file.
View disclosures
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 17, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| LEVITAS, E, JAMES | I | CO-FOUNDER AND PARTNER | NA | Control |
| LEVITAS, E, JAMES | I | CO-FOUNDER AND PARTNER | NA | Control |
| LEVITAS, E, JAMES | I | CO-FOUNDER AND PARTNER | NA | Control |
| LEVITAS, E, JAMES | I | CO-FOUNDER AND PARTNER | NA | Control |
| LEVITAS, E, JAMES | I | MANAGER OF SOLE MEMBER | NA | Control |
| LEVITAS, E, JAMES | I | MANAGER OF SOLE MEMBER | NA | Control |
| LEVITAS, E, JAMES | I | MANAGER OF SOLE MEMBER | NA | Control |
| LEVITAS, E, JAMES | I | MANAGER OF SOLE MEMBER | NA | Control |
| LEVITAS, E, JAMES | I | CO-FOUNDER AND PARTNER | NA | Control |
| LEVITAS, E, JAMES | I | CO-FOUNDER AND PARTNER | NA | Control |
| LEVITAS, E, JAMES | I | CO-FOUNDER AND PARTNER | NA | Control |
| SILVERMAN, ARI, J. | I | CHIEF COMPLIANCE OFFICER, CO-FOUNDER AND PARTNER | NA | Control |
| SILVERMAN, ARI, J. | I | CHIEF COMPLIANCE OFFICER, CO-FOUNDER AND PARTNER | NA | Control |
| SILVERMAN, ARI, J. | I | CHIEF COMPLIANCE OFFICER, CO-FOUNDER AND PARTNER | NA | Control |
| SILVERMAN, ARI, J. | I | CHIEF COMPLIANCE OFFICER, CO-FOUNDER AND PARTNER | NA | Control |
| SILVERMAN, ARI, J. | I | CO-FOUNDER AND PARTNER | NA | Control |
| SILVERMAN, ARI, J. | I | CHIEF COMPLIANCE OFFICER, CO-FOUNDER AND PARTNER | NA | Control |
| SILVERMAN, ARI, J. | I | CHIEF COMPLIANCE OFFICER, CO-FOUNDER AND PARTNER | NA | Control |
| Silverman, Ari, J. | I | MANAGER OF SOLE MEMBER | NA | Control |
| Silverman, Ari, J. | I | MANAGER OF SOLE MEMBER | NA | Control |
| Silverman, Ari, J. | I | MANAGER OF SOLE MEMBER | NA | Control |
| Silverman, Ari, J. | I | MANAGER OF SOLE MEMBER | NA | Control |
| LION EQUITY PARTNERS, LLC | DE | SOLE MEMBER AND MANAGER | E | Control |
| LION EQUITY PARTNERS, LLC | DE | SOLE MEMBER AND MANAGER | E | Control |
| LION EQUITY PARTNERS, LLC | DE | SOLE MEMBER AND MANAGER | E | Control |
| LION EQUITY PARTNERS, LLC | DE | SOLE MEMBER AND MANAGER | E | Control |
| LION EQUITY PARTNERS, LLC | DE | SOLE MEMBER AND MANAGER | E | Control |
| LION EQUITY PARTNERS, LLC | DE | SOLE MEMBER AND MANAGER | E | Control |
| LION EQUITY PARTNERS, LLC | DE | SOLE MEMBER AND MANAGER | E | Control |
| LION EQUITY PARTNERS, LLC | DE | SOLE MEMBER AND MANAGER | E | Control |
| LION EQUITY PARTNERS, LLC | DE | SOLE MEMBER AND MANAGER | E | Control |
| LION EQUITY PARTNERS, LLC | DE | SOLE MEMBER AND MANAGER | E | Control |
| LION EQUITY PARTNERS, LLC | DE | SOLE MEMBER AND MANAGER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| LEVITAS, E, JAMES | I | LION EQUITY PARTNERS, LLC | D | Control |
| LEVITAS, E, JAMES | I | LION EQUITY PARTNERS, LLC | D | Control |
| LEVITAS, E, JAMES | I | LION EQUITY PARTNERS, LLC | D | Control |
| LEVITAS, E, JAMES | I | LION EQUITY PARTNERS, LLC | D | Control |
| LEVITAS, E, JAMES | I | LION EQUITY PARTNERS, LLC | D | Control |
| LEVITAS, E, JAMES | I | LION EQUITY PARTNERS, LLC | D | Control |
| LEVITAS, E, JAMES | I | LION EQUITY PARTNERS, LLC | D | Control |
| LEVITAS, E, JAMES | I | LION EQUITY PARTNERS, LLC | D | Control |
| LEVITAS, E, JAMES | I | LION EQUITY PARTNERS, LLC | D | Control |
| LEVITAS, E, JAMES | I | LION EQUITY PARTNERS, LLC | D | Control |
| SILVERMAN, ARI, J. | I | LION EQUITY PARTNERS, LLC | D | Control |
| SILVERMAN, ARI, J. | I | LION EQUITY PARTNERS, LLC | D | Control |
| SILVERMAN, ARI, J. | I | LION EQUITY PARTNERS, LLC | D | Control |
| SILVERMAN, ARI, J. | I | LION EQUITY PARTNERS, LLC | D | Control |
| SILVERMAN, ARI, J. | I | LION EQUITY PARTNERS, LLC | D | Control |
| SILVERMAN, ARI, J. | I | LION EQUITY PARTNERS, LLC | D | Control |
| Silverman, Ari, J. | I | LION EQUITY PARTNERS, LLC | D | Control |
| Silverman, Ari, J. | I | LION EQUITY PARTNERS, LLC | D | Control |
| Silverman, Ari, J. | I | LION EQUITY PARTNERS, LLC | D | Control |
| Silverman, Ari, J. | I | LION EQUITY PARTNERS, LLC | D | Control |
Registrations
Federal
IA
Mar 17, 2025 REGISTERED
Notice Filings (2)
CO IL
Address
260 N. JOSEPHINE ST.SUITE 220
DENVER, CO 80206
United States
Phone: 303-847-4100